Tech Money Podcast Episodes

65. Understanding Your Investor Personality
In this episode, Malcolm Ethridge sits down with friend of the show, Chris Hill, to discuss ways to identify and develop your own investor personality.

64. Managing Financial Regret with Aja Evans
According to a recent survey conducted by Bankrate dot com, Americans’ biggest financial regret is not saving enough for emergencies. In fact, 20% of respondents

63. The Importance of Managing Your Own Personal Finances as a Founder
As a founder, it can be challenging to know when to make the shift from pouring every dollar you have into getting your startup off the ground to taking a few chips off the table to eventually paying yourself first. However,

62. The Importance of Knowing Your Numbers as a Founder with Jason Ray
For startups, investors often put a lot of emphasis on cap tables. They want to see a diluted picture of equity ownership among you as a founder, any co-founders or partners, early investors, and key employees before they’ll seriously consider handing …

61. Estate Planning for Concentrated Equity Positions with Aaron Rubin
Though it may seem like a very distant and high-class problem that only the super-wealthy among us will ever have to contend with, for many tech workers who have accumulated a significant sized stake in their employer,

60. The Ins and Outs of Crypto Taxes with Micah Fraim
As anyone who has ever bought and sold any sort of digital asset in the last couple years can attest, the rules and regulations around reporting those transactions to the IRS can be very fuzzy. Coupled with the lack of information made available by the…

59. Stock Options Trading 101 with Todd Rampe
A stock option is the right to buy a specific number of shares of either a stock or an index at a preset price. These options allow traders to speculate on the directional performance of a stock or index without owning the shares outright.

58. The Importance of Mentorship as a Founder with Ron Bauer
In the simplest terms, a mentor is anyone who possesses more experience and knowledge than you in a given industry. They have skills you want to master in order to thrive. And you’d rather lean on their experience and expertise and learn from their mis…

57. The Importance of Building Your Network in Real Life with Nick Gray
We’ve all heard the popular saying “it’s not what you know, but who you know.” But when you hear the word “networking,” how many of the feelings that start to bubble up are negative ones, such as anxiety, discomfort, and maybe even fear?

56. Using Technology to Invest in Precious Metals With Patrick Yip
Historically, gold and other precious metals have been how we trade with one another across borders and globally. Gold bars were the original store value before there was such a thing as the US dollar. The gold standard was so consistent in its ability…

55. Using Technology to Accelerate Your Influence as a Founder With Mark Lachance
One of the biggest problems that need to be solved almost immediately after launch is making some noise to let the public know you and your product or service exist. If not, no matter how good that product or service is,

54. Making Room for Your Startup In A Crowded Space With Desmond Wiggan
For those who have thought of an idea for a tech startup in a crowded space, it can be tempting to think that your idea must be completely brand new and inventive. Especially when you consider the seemingly ubiquitous announcements that so-and-so big n…

53. The Evolution Of Contactless Payments With Aaron Wollner
The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. It can be hard to keep up. In this episode, Malcolm Ethridge speaks with Aaron Wollner,

52. Tax Planning vs Tax Preparation with Christina Lael
While they may sound like the same thing to those outside of the financial services profession, there are several key differences between the terms tax planning, and tax preparation. In short, one takes place once per year and is more transactional in …